See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,884 | $114,381+45.0% | $107,525+54.3% | $142,382+16.5% |
| Participation rate | 78.6% | 78.1%+0.4pp | 75.1%+3.5pp | 80.1%-1.5pp |
| Annual return | 14.46% | 242.71%-228.2pp | 181.32%-166.9pp | 217.08%-202.6pp |
| Employer contribution / active EE | $398 | $4,015-90.1% | $3,754-89.4% | $4,299-90.7% |
| Participant deferral / active EE | $3,313 | $5,564-40.5% | $5,116-35.2% | $6,507-49.1% |
| Admin fee / account holder | $169 | $9,860-98.3% | $8,919-98.1% | $12,624-98.7% |